您(Are)是一个正在寻找功能强大的项目管理工具(project management tool)的视觉学习者吗?看看Trello 吧(Trello)。Trello易于使用、直观、协作和可视化。它对类似应用程序的评价很高(rates well against similar applications),使您能够通过使用板、卡和列表来确定项目的优先级和组织。用户可以为项目和任务添加附件、评论、清单和截止日期。
充分利用Trello(Trello)的最巧妙策略包括:
- 将电子表格转换为卡片
- 创建工作流
- 有效使用标签
- 卡片分类功能
- 添加新卡
- 将电子邮件转换为 Trello 任务
- 巧妙的键盘快捷键
- 突出流行的板
- 连接卡
- 拖放技巧
从电子表格创建卡片(Create Cards From Spreadsheets)
如果您以前使用电子表格来组织和跟踪您的项目,那么迁移到Trello很简单。没有必要从头开始。
- 您可以通过简单的复制和粘贴(copy and paste)将整个电子表格列(spreadsheet column)转换为Trello 卡片(Trello card)。
- 当您将列表粘贴到Trello 卡片上(Trello card)时,系统会询问您是否希望列表中的项目位于一张卡片上或单独的卡片上。
当您从电子表格上的列表中移动时,您需要为每个项目创建不同的卡片。
创建工作流(Create a Workflow)
工作流是完成项目从开始到完成的任务的过程。
您可能没有意识到,只要有完成某事所需的流程,您就会在日常生活中使用工作流程。
例如,考虑为您的大家庭计划感恩节晚餐。(Thanksgiving dinner)如果你把你需要完成的所有事情分解成任务,你就会意识到,如果你错过了一个步骤,你的晚餐就会缺少一些东西。
这些任务是您工作流程的一部分。
以下(Below)是一些可用于提高业务效率的工作流程示例。
待办事项、做事、完成(To-Do, Doing, Done)
这是一个简单的工作流程,可以跟踪您需要做什么、您当前正在做什么以及已完成什么。
使用这样的工作流程可以更轻松地跟踪具有多个任务的项目。在视觉板上比在纸上或头脑中更容易遵循。
您甚至可以为不一定需要立即完成的任务添加一个列表,以便跟踪并且不会忘记任何事情。
使用工作流来:
- 跟踪进度
- 列出和分配任务
- 与团队成员合作
- 组织非常复杂的项目
工作流(Workflows)将所有内容保存在一个地方,所有最终负责正确、按时完成工作的人都可以访问。
您可以通过连接 Chanty 团队聊天(connecting Chanty team chat)来进一步提高工作效率,这样当Trello中发生特定操作时,您的整个团队也可以收到通知。这些通知可以包括以下情况:
- 一张卡片被移动
- 有一条新评论
- 一个动作被标记为完成,并且,
- 创建了一张新卡
有效使用标签 (Use Labels Effectively )
在Trello(Trello)中使用标签会为板上的卡片添加一层颜色编码和可视数据。如果您不使用它们,那么您就没有充分利用Trello 系统(Trello system)。
使用标签:
- 按团队组织卡片
- 细分卡
- 突出显示任务并确定优先级
- 启用搜索和过滤功能(search and filtering capabilities)
给每个标签一个名字(Give Each Label a Name)
为每个标签命名以便于识别是有帮助的。当你点击一张卡片时,任何有董事会访问权限(board access)的人都可以看到每种颜色代表什么。
但是,无需将鼠标悬停在其上即可从板视图(board view)中查看标签名称会容易得多。这很容易解决。
单击(Click)板视图(board view)中的任何标签,所有标签的名称都将显示。
为卡片应用或移除标签(Apply or Remove Labels for a Card)
有几种方法可以编辑卡片上的标签,包括:
- 打开卡片,选择标签按钮,然后进行更改。
- 选择悬停在任何Trello 卡上时可见的(Trello card)编辑(edit)图标,然后编辑您要更改的内容。
- 将鼠标悬停在任何卡片上,然后单击计算机上的L键以打开标签。
另一个快捷方式涉及标签在菜单中出现的顺序。第一个位置是1,第二个是2,依此类推标签行。
在板上添加或删除标签的最快方法是将鼠标悬停在卡片上,然后单击关键字上与菜单中标签位置相对应的数字键。(number key)
对列表中的卡片进行排序(Sort The Cards On a List)
如果您希望能够查看最先到期的任务或哪些任务可能已被遗漏,您可以在列表中对卡片进行排序。您可以按特定条件排序,例如截止日期和(date and date)创建日期。
- 找到菜单右上角(right-hand corner)的三个水平点。单击(Click)排序(Sort)并选择要使用的选项。
请记住,唯一可用的选项是卡片上使用的标准。例如,如果您的任何卡片上都没有截止日期(due date),您将无法使用它进行排序。
在列表中的任何位置添加新卡(Add New Cards Anywhere On Your List)
如果您想将卡片添加到长列表的顶部,则无需担心。您不必将其从底部位置拖到顶部。
相反,您可以在任何列表中的两张卡片之间双击以添加一张新卡片。或者您可以在底部添加一张卡片并使用“移动(Move)”选项更改其位置。
将电子邮件变成 Trello 卡片(Turn Emails Into Trello Cards)
使用Trello(Trello)进行项目管理和协作(project management and collaboration)的众多好处之一是避免了来自团队成员或客户的大量日常电子邮件。
例如,您可以直接从您的电子邮件或 Gmail 收件箱将电子邮件转换为卡片,而不是从(email or Gmail inbox)Gmail复制到Trello任务中。
- 所有Trello 看板(Trello)都有一个唯一的电子邮件地址(email address)。要找到它,请单击板右上角的(right-hand corner)显示菜单(Show Menu)。
- 然后选择更多(more)并点击Email-to-board Setting。
一旦您知道了董事会的唯一电子邮件地址(email address),您就可以将任何电子邮件转发给它。Trello将根据电子邮件的内容自动创建一张卡片。
您可能不知道的另一个提示是卡片也有自己独特的电子邮件地址(email address)。您可以将任何电子邮件转发到该地址,该地址将自动变成卡片上的评论。
如果您的团队成员通过电子邮件发送大量反馈,这将特别有用。
键盘快捷键(Keyboard Shortcuts)
正如我们在上面用标签向您展示的那样,使用键盘快捷键可以减少您在使用Trello(Trello)时花费的时间并提高您的效率。
- 要查找快捷方式,请单击板右上角(right-hand corner)的个人资料图片。单击(Click)快捷(Shortcuts)方式。
有许多可用的快捷方式可以节省您的时间,例如:
- 截止日期
- 导航卡
- 焦点搜索框
- 开卡
- 编辑标题
- 清除所有过滤器
有关完整列表,请参阅Trello 键盘快捷键:信息图表备忘单( Trello Keyboard Shortcuts: An Infographic Cheat Sheet)。
突出显示您最常访问的板(Highlight The Boards You Access Most Often)
如果您与许多团队合作并拥有多个板,那么找到您最常使用的板可能会很麻烦。
这很容易解决。只需(Simply)转到板并单击(board and click)星按钮(Star button)。这会将板添加到板(Boards)(左上角) 下的星标板(Starred Boards)部分。
您选择作为星标包含的板将显示在可能是很长的板列表的顶部。
连接卡(Connect Cards)
有时在使用Trello时,您会想要在同一板上的一张或多张卡之间建立连接,甚至是另一张板上的一张卡。
- 单击(Click)要连接的卡,然后单击附件(Attachment)并查看Trello选项。
- 然后您将看到您可以搜索要连接的卡或板(Card or Board)。
当您在附件区域下选择一块板或卡片(board or card)时,您将看到您附加的卡片的快照,包括:
- 标题
- 截止日期
- 附加卡正面的任何其他图标
- (Which board)该卡在哪个板和列表中
如果您单击图像,Trello会直接将您带到另一张卡片。
在卡之间建立联系(Make a Connection Between the Cards)
- 如果要在两张卡之间创建实际链接,请选择连接卡(Connect cards)选项。然后Trello(Trello)会询问您是否要关联两张卡片。
- 当您单击Relate Both Options时,您将在两张卡之间创建一个链接。然后,您可以在连接的卡之间来回切换。
- 两张卡片的正面都会出现一个新图标,表示有一个Trello 附件(Trello attachment)。其他附件由回形针图标(paper clip icon)标识。
- 您还可以将整个电路板附加到不同电路板上的一张卡上。每张卡的附件总数将在卡的正面通过您附加的Trello卡或板的数量来标识。
拖放(Drag & Drop)
Trello 的拖放功能(drag and drop function)使在您的板上移动项目变得非常容易。通过单击卡片并将其向上或向下拖动到同一列表或不同列表来移动卡片。
列表可以通过单击和拖动以相同的方式移动到板上的不同位置。
- 例如,让我们看一下“To-Do, Doing , Done”上面的示例板。(sample board)当你开始“做(Doing)”一个“待办事项”时,将它拖到“做(Doing)”。
- 完成任务后,将其拖至“完成”(Done)。
如果您还没有尝试过Trello,那么您将不知道自己错过了什么。它是一个非常强大和直观的项目和任务管理(project and task management)工具。
Top 10 Trello Tips to Power Up Your Productivity
Arе you a visual learner looking for a powerful prоject management tool? Look no further than Τrеllo. Τrello is easy-to-use, intuitive, collaboratiνe, and vіsuаl. It rates well against similar applications and enables you to prioritize and organize projects by using boards, cards, and lists. Users can add attachments, comments, checklists, and due dates on projects and tasks.
The most ingenious strategies for getting the most out of Trello include:
- Converting spreadsheets into cards
- Creating a workflow
- Using labels effectively
- Card sorting features
- Adding new cards
- Converting email into Trello tasks
- Clever keyboard shortcuts
- Highlighting popular boards
- Connecting cards
- Drag-n-drop tricks
Create Cards From Spreadsheets
If you have previously used spreadsheets to organize and track your projects, moving over to Trello is simple. There is no need to start from scratch.
- You can convert an entire spreadsheet column into a Trello card with a simple copy and paste.
- When you paste a list onto a Trello card, you will be asked if you want the items on the list to be on one card or separate cards.
As you are moving from a list on a spreadsheet, you will want to create a different card for each item.
Create a Workflow
A workflow is a process of completing tasks for a project from initiation to completion.
You might not be aware that you use workflows in your everyday life whenever there is a process required to get something done.
For example, think about planning a Thanksgiving dinner for your extended family. If you break down everything you need to accomplish into tasks, you will realize that if you miss a step, something will be missing from your dinner.
Those tasks are part of your workflow.
Below are some examples of workflows you can use to be more productive in your business.
To-Do, Doing, Done
This is a straightforward workflow that tracks what you need to do, what you are currently working on, and what has been completed.
Using a workflow like this makes it much easier to track a project that has multiple tasks. It is easier to follow in a visual board than on lists of paper or in your head.
You can even add a list for tasks that don’t necessarily need to be completed immediately in order to keep track of and not forget anything.
Use workflows to:
- Track progress
- List and assign tasks
- Collaborate with team members
- Organize very complex projects
Workflows keep everything in one place and accessible to all who are ultimately responsible for getting a job done correctly and on time.
You can increase your productivity further by connecting Chanty team chat so that when a certain action takes place in Trello your entire team can also be notified. These notifications can include instances where:
- a card gets moved
- there is a new comment
- an action is marked as complete and,
- a new card is created
Use Labels Effectively
Using labels in Trello adds a layer of color-coded and visual data to the cards on your board. If you aren’t using them, you are not making the most of the Trello system.
Use labels to:
- Organize cards by team
- Segment cards
- Highlight and prioritize tasks
- Enable search and filtering capabilities
Give Each Label a Name
It is helpful to give each label a name for easy identification. When you click on a card, anyone with board access can see what each color represents.
However, it would be much easier to be able to see the label names from the board view without having to hover over it. That’s easy to fix.
Click on any label from the board view and the name will show for all labels.
Apply or Remove Labels for a Card
There are several ways to edit a label on a card including:
- Open the card, select the labels button, and make your changes.
- Select the edit icon visible when hovering over any Trello card, and edit what you want to change.
- Hover over any card and click the L key on your computer to open the labels.
Another shortcut involves the order the labels appear in the menu. The first position is 1, the second is 2, and so on down the line of labels.
The fastest way to add or remove a label on your board is to hover over the card and click the number key on your keyword that corresponds to the position of the label in the menu.
Sort The Cards On a List
If you want to be able to view the tasks that are due first or which ones might have fallen through the cracks, you can sort the cards on a list. You can sort by specific criteria such as due date and date created.
- Locate the three horizontal dots in the top right-hand corner of the menu. Click on Sort and select the option you want to use.
Keep in mind that the only available options are the criteria used on cards. For example, if you don’t have due date on any of your cards, you will not be able to use it for sorting.
Add New Cards Anywhere On Your List
There is no need to be concerned if you want to add a card to the top of a long list. You don’t have to drag it from the bottom position to the top.
Instead, you can double-click between two cards in any list to add a new one. Or you can add a card at the bottom and use the Move option to change its position.
Turn Emails Into Trello Cards
One of the many benefits of using Trello for project management and collaboration is to avoid the numerous daily emails back and forth from team members or clients.
For example, rather than copying from Gmail into Trello tasks, you can turn emails into cards directly from your email or Gmail inbox.
- All Trello boards have a unique email address. To find it, click on Show Menu from the top right-hand corner of your board.
- Then select more and click on Email-to-board Setting.
Once you know a board’s unique email address, you can forward any email to it. Trello will automatically create a card from the contents of the email.
Another tip you might not know is that cards also have their own unique email address. You can forward any email to that address where it will automatically be turned into a comment on the card.
This is especially helpful if your team members send a lot of feedback via email.
Keyboard Shortcuts
As we showed you above with labels, using keyboard shortcuts can reduce the time you spend and increase your efficiency when using Trello.
- To find the shortcuts, click on your profile picture in the top right-hand corner of your board. Click on Shortcuts.
There are many available shortcuts to save you time, such as:
- Due Date
- Navigate Cards
- Focus Search Box
- Open Card
- Edit Title
- Clear All Filters
See Trello Keyboard Shortcuts: An Infographic Cheat Sheet for a complete list.
Highlight The Boards You Access Most Often
If you work with many teams and have multiple boards, it could be cumbersome to find those you use most often.
That’s easy to fix. Simply go to the board and click on the Star button. This will add the board to the Starred Boards section under Boards (top left corner).
The boards you have selected to be included as stars will show up at the top of what could be a very long list of boards.
Connect Cards
There will be times when working with Trello that you will want to make a connection between one or more cards on the same board or even a card from another board.
- Click on the card you want to connect, then click on Attachment and see the Trello option.
- You will then see that you can search for the Card or Board to which you want to connect.
When you choose a board or card under the attachment area, you will see a snapshot of the card you attached including:
- The title
- Due date
- Any other icons that are on the front of the attached card
- Which board and list the card was in
If you click on the image, Trello will take you directly to the other card.
Make a Connection Between the Cards
- If you want to create an actual link between the two cards, select the Connect cards option. Trello will then ask if you want to relate both cards.
- When you click the Relate Both Options, you will create a linkage between the two cards. You can then toggle back and forth between the connected cards.
- A new icon will appear on the front of both cards, indicating that there is a Trello attachment. Other attachments are identified by a paper clip icon.
- You can also attach an entire board to one card on a different board. The total number of attachments to each card will be identified on the front of the card by the number of Trello cards or boards you attached.
Drag & Drop
Trello’s drag and drop function makes it super easy to move items around your board. Move a card by clicking on it and dragging it up or down on the same list or to a different list.
Lists can be moved to a different position on a board the same way by clicking and dragging.
- For example, let’s look at the sample board above “To-Do, Doing, Done.” When you start “Doing” a “To-Do”, drag it to “Doing.”
- When you complete the task, drag it to “Done.”
If you haven’t tried Trello, you have no idea what you are missing. It is a very powerful and intuitive tool for project and task management.